Source material powering Anthropic's Claude Code leaked for the second timein just over a year, publicly exposing the AI coding tool's full architecture, unreleased features and internal model performance data.
Why it matters: The leak hands competitors a detailed unreleased feature roadmap and deepens questions about operational security at a company that sells itself as the safety-first AI lab.
Sen. Ed Markey (D-Mass.) is urging federal safety officials to investigate the remote assistance practices of autonomous vehicle companies, accusing them of "a stunning lack of transparency."
Why it matters: Robotaxis and self-driving trucks are beginning to roll out across America, typically with a small army of human overseers working remotely behind the scenes to help them navigate complex scenarios.
Red Seat Ventures, the talent company acquired by Fox Corp. in 2025, is building a premium membership program for ultra-wealthy individuals that's focused on hospitality, CEO Chris Balfe confirmed to Axios.
Why it matters: As consumer spending shifts to live experiences, Balfe and Fox Corp. see an opportunity to get ahead of that market while its peers focus on making money from subscription streaming.
OpenAI is beginning to let individual investors access its stock, months before the ChatGPT maker is expected to launch its IPO.
Driving the news: OpenAI said Tuesday that its shares will soon be included in several exchange-traded funds (ETFs) offered by ARK Invest, the Cathie Wood-led firm that previously invested via its venture capital arm.
Novo Nordisk is testing new Wegovy pricing across telehealth platforms — a sign it's rethinking how to sell its once-dominant weight-loss drugs under pressure from Eli Lilly and digital health upstarts.
Why it matters: The weight-loss drug boom is entering a new phase where access may matter as much as the drugs themselves.
Consumer spending on video has plateaued since the pandemic, thanks to a costly, fragmented streaming landscape and a shift in discretionary spend toward out-of-home experiences, according to new data from MoffettNathanson.
Why it matters: Ad-supported video revenues aren't expected to meaningfully offset consumer spending declines in the near term, which spells trouble for Hollywood.
The Trump administration yesterday took a giant step toward allowing alternative assets in 401(k) plans, with the Department of Labor proposing rules that now will be open for two months of public comment.
Allbirds, the wool sneaker maker that helped drive the DTC craze of the late teens, has agreed to sell its assets and IP to brand management firm American Exchange Group for just $39 million.
The big picture: That's a significant premium to where Allbirds shares have traded, but a far cry from its market highs after going public in late 2021.
By the nunbers: Allbirds raised $348 million in its IPO after having raised around $200 million from VCs (who last valued the company at $1.7 billion in 2020).
One of those venture backers, Maveron, still holds more than a 10% stake.
What to watch: The San Francisco-based company is set to release 2025 earnings after Tuesday's closing bell.
Meta's average revenue per employee has jumped 85% over the past three years, thanks to sweeping employee cuts combined with AI-driven ad and content improvements that boosted the top line.
Why it matters: Once seen as a sign of strain, layoffs have become a key Wall Street indicator that tech giants are invested in efficiency as they pour billions into AI infrastructure to support long-term growth.
The AI race won't be won by who builds the best model, but by who can afford to keep the lights on.
The big picture: DeepMind CEO Demis Hassabis knew that when he sold his AI lab to Google, according to a new biography by Sebastian Mallaby, senior fellow at the Council on Foreign Relations.
The oil shortage brought on by the Iran war will spread throughout the world, much as COVID-19 did, moving from east to west and leaving a path of destruction in its wake, a new analysis says.
Why it matters: If the oil shock plays out along those lines, it would mean the global economy has only just begun to feel the pain of the war's impact.
U.S. average gas prices have hit $4 per gallon nationwide, per AAA.
Why it matters: It's a 35% increase at the pump since the war in Iran began last month, and there's little hope that costs will ease as the Strait of Hormuz remains closed to most ships, straining supplies worldwide.
Microsoft said Monday it has revamped one of its AI research tools to use models from both OpenAI and Anthropic, the clearest sign yet that the future of AI may be multi-model.
Why it matters: AI companies are increasingly pairing models together — having them cross-check, evaluate or specialize — in a bid to boost accuracy and reduce errors that any one model might miss.
HOUSTON — As nuclear energy industry deals pile up, executives are turning their focus to what many describe as a huge challenge: How to build multiple plants quickly.
Why it matters: Nuclear energy is seen as critical to supplying enough power for AI data centers' massive electricity needs.
